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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,241 | $97,732-87.5% | $83,831-85.4% | $135,380-91.0% |
| Participation rate | 86.4% | 80.0%+6.4pp | 76.1%+10.2pp | 82.6%+3.7pp |
| Annual return | -11.95% | 1287.56%-1299.5pp | 850.99%-862.9pp | 519.81%-531.8pp |
| Employer contribution / active EE | $2,447 | $4,222-42.0% | $3,631-32.6% | $4,779-48.8% |
| Participant deferral / active EE | $2,504 | $4,683-46.5% | $4,082-38.6% | $5,609-55.3% |
| Admin fee / account holder | $1,297 | $6,675-80.6% | $5,479-76.3% | $10,828-88.0% |